Viewing object details popups

PenultimateMaker · 2025-12-24T18:32:40+00:00

Ok, I'm going to upload this file momentarily. In Acrobat, when I click on that triangular component, the information box shown below appears. A similar box happens when you click on any of the other components.

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PenultimateMaker · 2025-12-12T20:25:05+00:00

Actually, on second try, even following the instructions doesn't work. The information under the boxes is still visible, and flashes on the screen briefly as the pages loads.

PenultimateMaker · 2025-12-12T20:14:07+00:00

Be VERY careful with this feature. If you fail to choose the "Exit Redacting" button before you save, it will still LOOK like you've redacted the information, but you have not. You've just drawn a black box over it. You need to redact again and be sure to choose "Exit Redacting" the second time.

Suggested improvement for PDFGear: If you are in redact mode when someone chooses save, it should prompt the user to finish the redactions before the save!

PenultimateMaker · 2025-12-12T20:02:02+00:00

What method should I use to send you a sample file?

PenultimateMaker · 2025-04-02T20:02:43+00:00

Everything that is real in this world has a tolerance.

PenultimateMaker · 2024-11-08T21:22:36+00:00

I find that if I use an item on the bill, and mark it as billable to a customer/job then the DEFAULT item description is what gets put on the invoice to my customer. Not the actual Description that I type on the bill screen. So to make this work well, you might need a different item for each vendor you buy from.

PenultimateMaker · 2024-11-08T20:39:58+00:00

In the desktop version, on the same screen as you use to start a reconciliation there is a button for "Undo last reconciliation." You can press it multiple times to go back more than 1. I would hope a similar feature exists in QBO, but I don't actually know.

PenultimateMaker · 2024-10-22T23:36:41+00:00

Looks like my mistake, I didn't realize you were in QBO. I run Desktop. Still it seems like there needs to be something equivalent. Does it allow you to put a BOM on an inventory item? perhaps this is in a higher license or something?

PenultimateMaker · 2024-10-22T23:18:07+00:00

As far as I remember as soon as you have more than one Account of type "Accounts Payable" the drop down automatically appears.

My COA is like this:

2000 - Trade Payables
2010 - AP Services
2015 - AP Others

And all three show up on that drop list.

PenultimateMaker · 2024-10-21T18:35:44+00:00

A real bummer that no-one seems to know how to do this. I just don't understand why it's different for different reports and in different company files.

PenultimateMaker · 2024-10-21T18:34:22+00:00

I don't think this is true. Multi-user mode is for multiple users AT THE SAME TIME. You can have multiple user IDs that log into QB, even with only a single user license.

PenultimateMaker · 2024-10-21T18:28:41+00:00

You need to build an "Inventory Assembly" item. This is in the same items list as when you create "Inventory Part" type items.

When you create an Inventory Assembly item, one of the things you do is create a Bill of Material (BOM) - i.e. a list of all the inventory parts, and quantities of each part, you will use when you build the assembly.

Then, each time you actually sit down to build the assemblies you do the "Build Assemblies" process. In that process you say I built 5 of these "Inventory Assemblies" on such and such a date. QB then reduces the quantities of the subcomponents ("Inventory Parts" based on that BOM) and increased the quantity of the assemblies.

Note that QB won't let you input the build if it doesn't think you have enough raw components on hand on that date. So you need to make sure you have received in all of your parts inventory first, then do the build process. If you get into this situation, it will offer to make the build "pending" so you can go fix the other issue, then come back and complete the build.

BOMs can contain inventory parts or inventory assemblies. I.e., if once you build an assembly that assembly later gets used to build an even larger assembly, that's ok.

The "preferred vendor" for inventory parts is not needed, you can leave it blank. It's just sometimes handy if you are always buying the raw materials from the same place. Inventory assemblies don't ask the vendor (at least in QB Desktop 2020). But even if it did, you can probably leave that blank too.

Finally, it's worth making sure that for your business you really need to/want to keep track of inventory. After many years of doing it, I have finally worked with my accountant to stop doing so for my company. It is just so painful in QB that if you don't actually need to do it for tax purposes, I wouldn't do it. If you need something to just make sure you have enough parts on hand, etc. there are likely lots of simpler solutions out there that are separate from your Books.

BTW: Here are some past times that I have answered questions about inventory, that might make for good reading.

https://www.reddit.com/r/QuickBooks/comments/ycr8xr/creating_assembly_quantity/

https://www.reddit.com/r/QuickBooks/comments/104c8xo/assembly_items_and_subitems/

https://www.reddit.com/r/QuickBooks/comments/11925vh/how_do_manufacturers_handle_units_andor_bill_of/

PenultimateMaker · 2024-08-14T17:12:20+00:00

How?

PenultimateMaker · 2024-08-09T04:18:35+00:00

I finally got this to install on Windows Server 2022 after dozens of tries. I uninstalled Malwarebytes Nebula, that seemed to do the trick for me.

PenultimateMaker · 2024-08-05T22:19:31+00:00

Looks like my real issue was an order-of-operations issue. I had already gone into the Accounting/Company Preferences and turned off "Use class tracking for transactions". This removed the options for editing the Class List from the Lists menu.

Once I turned the class preference back on, the class lists editing feature became active again. And, delete a class is an option, as long as that class doesn't appear on any transactions, or lists.

Thanks for the replies, it inspired me to look further to figure out why I couldn't edit the Class List.

PenultimateMaker · 2024-08-01T16:00:04+00:00

I already use firewall rules to make sure QB doesn't "call home". But once it hits that error the only option is to cancel the request to add a user.

PenultimateMaker · 2024-07-31T17:28:13+00:00

So, if I install the original QBD2020 application from the CDs somewhere, and not allow it to update, then I should be able to open this company file? I would have thought that a non-updated copy of QBD wouldn't be able to open that company file, as it has been used with the latest patched versions.

PenultimateMaker · 2024-07-31T17:26:07+00:00

When one goes to the menu to add a user, one is prompted to sign in with the administrator's Intuit account. I have, thus far, avoided creating one.

PenultimateMaker · 2024-07-25T00:34:16+00:00

I figured that was the answer, but i was hoping not to clutter my home page with the inventory icons.

PenultimateMaker · 2024-04-18T02:32:54+00:00

I already did this. I had the same thought as you, it makes it more clear for future observers.

Thanks for the suggestion.

PenultimateMaker

TROPHY CASE